Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,176 | $73,863-37.5% | $143,797-67.9% | $68,490-32.6% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -15.17% | 0.91%-16.1pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,000 | $3,185-68.6% | $4,952-79.8% | $2,597-61.5% |
| Participant deferral / active EE | $131 | $3,385-96.1% | $5,638-97.7% | $4,028-96.7% |
| Admin fee / account holder | $25 | $5,756-99.6% | $14,679-99.8% | $5,403-99.5% |